As a successful business owner, you have a passion that goes to work every day. Time is one of your most treasured assets. You may find it challenging to balance your business demands with your personal dreams.
Integrate • Coordinate • Facilitate
We serve as one of your business succession partners, evaluating then deciding the best options for you and your business with merger and acquisition opportunities. We work closely with your M&A consultant and in-house financial team, formulating the optimal business valuation for your company. We investigate how a transaction may impact your taxes, your estate, your retirement plan, and the continued success of your business.
We team up with your legal counsel in a critical role that spans beyond succession planning to include creating, analyzing, and executing buyout and operating agreements, as well as implementing prudent asset protection techniques.
Retaining and rewarding key employees is crucial for day-to-day operations as well as for longer term planning, including succession and exit strategies. We guide you in advancing non-qualified executive plans for key employee team members and designing a competitive and cost-effective group benefits package. We provide fiduciary counsel for c-suite executives.
We engage with your CPA on income, estate, and capital gains tax reduction solutions especially with highly appreciated assets such as your business.
Personal Financial Planning
Business ownership encompasses a significant portion of a business owner’s overall wealth. We transform that concentration of wealth into cash in a tax sensitive manner to fund retirement, enjoy life, and achieve philanthropic ambitions.
A well thought out gifting plan utilizing family foundations, donor-advised funds, and charitable trusts brings together personal values with business interests to satisfy your philanthropic spirit, creating a legacy of multigenerational wealth.
Our advisors are experienced in supporting business owners through our distinctive approach. We have the ability to integrate, coordinate, and facilitate the way forward.
We INTEGRATE your business world with your personal wealth plan, understanding how each compliments one another.
We COORDINATE your legal, tax, financial, and business professionals to all work in unison.
We FACILITATE this labyrinth with fiduciary oversight dedicated to serving your best interests, always.
You need a partner who understands the complexities of your business and how to tie it all together with a singular objective: your peace of mind.